Chevy Chase Trust
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Chevy Chase Trust’s Otis Worldwide OTIS Stock Holding History

Chevy Chase Trust’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4M Sell
186,707
-6,277
-3% -$469K 0.03% 351
2026
Q1 		$14.9M Sell
192,984
-7,561
-4% -$662K 0.04% 323
2025
Q4 		$17.5M Sell
200,545
-1,039
-0.5% -$93K 0.05% 300
2025
Q3 		$18.4M Sell
201,584
-8,285
-4% -$752K 0.05% 281
2025
Q2 		$20.8M Buy
209,869
+489
+0.2% +$47.2K 0.06% 258
2025
Q1 		$21.6M Sell
209,380
-1,724
-0.8% -$168K 0.07% 243
2024
Q4 		$19.6M Sell
211,104
-5,190
-2% -$520K 0.06% 264
2024
Q3 		$22.5M Sell
216,294
-6,052
-3% -$577K 0.07% 240
2024
Q2 		$21.4M Sell
222,346
-3,616
-2% -$348K 0.07% 237
2024
Q1 		$22.4M Sell
225,962
-4,038
-2% -$373K 0.07% 243
2023
Q4 		$20.6M Sell
230,000
-2,819
-1% -$234K 0.07% 245
2023
Q3 		$18.7M Sell
232,819
-6,263
-3% -$536K 0.07% 250
2023
Q2 		$21.3M Sell
239,082
-3,293
-1% -$277K 0.08% 233
2023
Q1 		$20.5M Buy
242,375
+700
+0.3% +$57.9K 0.08% 231
2022
Q4 		$18.9M Sell
241,675
-17,723
-7% -$1.31M 0.08% 242
2022
Q3 		$16.6M Buy
259,398
+1,223
+0.5% +$89.5K 0.07% 263
2022
Q2 		$18.2M Sell
258,175
-498
-0.2% -$36.7K 0.08% 244
2022
Q1 		$19.9M Buy
258,673
+451
+0.2% +$36K 0.07% 256
2021
Q4 		$22.5M Sell
258,222
-7,296
-3% -$611K 0.07% 246
2021
Q3 		$21.8M Buy
265,518
+4,990
+2% +$439K 0.08% 239
2021
Q2 		$21.3M Sell
260,528
-16,921
-6% -$1.3M 0.07% 253
2021
Q1 		$19M Sell
277,449
-20,257
-7% -$1.32M 0.07% 273
2020
Q4 		$20.1M Sell
297,706
-10,118
-3% -$656K 0.07% 260
2020
Q3 		$19.2M Sell
307,824
-26,961
-8% -$1.65M 0.08% 241
2020
Q2 		$19M Buy
+334,785
New +$17.3M 0.08% 245

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Chevy Chase Trust's OTIS Position: Q2 2026 in Review

Chevy Chase Trust reduced its Otis Worldwide (OTIS) stake by 3.3% in Q2 2026, selling an estimated $469K and leaving 186,707 shares worth $13.4M. The position accounts for 0.03% of the portfolio, ranked #351.

Chevy Chase Trust first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.5M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Chevy Chase Trust held 186,707 shares of Otis Worldwide worth $13.4M as of Q2 2026.
  • Chevy Chase Trust sold 6,277 Otis Worldwide shares in Q2 2026, an estimated $469K.
  • Otis Worldwide made up 0.03% of Chevy Chase Trust's portfolio in Q2 2026, its #351 holding.
  • Chevy Chase Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Chevy Chase Trust's Otis Worldwide position peaked at $22.5M in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.